How do I create subcategories?

At present, Shoeboxed does not have a feature for sub-categories.

However, as an alternative to sub-categories, multiple categories can be assigned to a single expense.

For example, if you want to mark certain expenses as personal and other expenses as business, you can create a new expense category for those specific categories.

You’ll then be able to use the Filters to find all expenses within the specific category that you have created.

Other popular methods of categorization include creating categories for project type, employee name, or location.